BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$612K 0.14%
9,140
+5,892
102
$604K 0.14%
29,255
-1,250
103
$551K 0.12%
14,682
104
$541K 0.12%
7,510
-300
105
$532K 0.12%
3,394
106
$525K 0.12%
6,140
107
$524K 0.12%
+7,991
108
$499K 0.11%
5,336
109
$454K 0.1%
4,632
-12
110
$448K 0.1%
3,691
+11
111
$441K 0.1%
11,988
-181
112
$421K 0.09%
14,259
113
$403K 0.09%
9,276
114
$387K 0.09%
1,549
115
$379K 0.09%
6,319
+1,000
116
$372K 0.08%
2,924
117
$368K 0.08%
19,088
+69
118
$366K 0.08%
3,739
+1,286
119
$354K 0.08%
10,914
-1,400
120
$341K 0.08%
4,403
121
$334K 0.08%
21,397
122
$332K 0.07%
56,350
-1,100
123
$328K 0.07%
2,484
+153
124
$324K 0.07%
11,486
-462
125
$317K 0.07%
20,757
3 4
5
6 7